Civic Intelligence

The Greenberg Foundation

990PF • Fiscal year 2022 • EIN 95-6037502

Dec 01, 2021 to Nov 30, 2022 • Filed on May 25, 2023

PO Box 1208Ventura, CA 93002-1208

(805) 667-9173

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

24th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2022 filings • $5M-$10M nonprofits • Source year 2022

Liabilities / Revenue

21st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2022 filings • $5M-$10M nonprofits • Source year 2022

Net Margin

89th percentile

58%

Higher net margin than 89% of similar nonprofits.

2022 filings • $5M-$10M nonprofits • Source year 2022

Top Officer Pay

32nd percentile

$0

Higher top officer pay than 32% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2022 filings • $5M-$10M nonprofits • Source year 2022

Asset Growth

79th percentile

15%

Faster asset growth than 79% of similar nonprofits.

2022 filings • $5M-$10M nonprofits • Annualized from 2021 to 2022

Revenue Growth

95th percentile

197%

Faster revenue growth than 95% of similar nonprofits.

2022 filings • $5M-$10M nonprofits • Annualized from 2021 to 2022

Assets

Up

$9,417,551

Up $1,210,161 (+15%) from 2021

Net Assets

Up

$9,417,551

Up $1,210,161 (+15%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue

Up

$2,071,808

Up $1,374,363 (+197%) from 2021

Expenses

Up

$861,647

Up $202,529 (+31%) from 2021

Net Income

Up

$1,210,161

Up $1,171,834 (+3057%) from 2021

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$20M$15M$10M$5.0M$0Assets 2011: $18,658,232Liabilities 2011: $02011Assets 2012: $18,382,049Liabilities 2012: $02012Assets 2013: $17,336,098Liabilities 2013: $02013Assets 2014: $16,600,951Liabilities 2014: $02014Assets 2015: $17,198,573Liabilities 2015: $02015Assets 2019: $8,827,289Liabilities 2019: $0Net Assets 2019: $8,827,2892019Assets 2020: $8,169,063Liabilities 2020: $0Net Assets 2020: $8,169,0632020Assets 2021: $8,207,390Liabilities 2021: $0Net Assets 2021: $8,207,3902021Assets 2022: $9,417,551Liabilities 2022: $0Net Assets 2022: $9,417,5512022Assets 2023: $9,236,780Liabilities 2023: $0Net Assets 2023: $9,236,7802023Assets 2024: $9,221,129Liabilities 2024: $0Net Assets 2024: $9,221,1292024

Highlighted filing

2022

Assets$9,417,551
Liabilities$0
Net Assets$9,417,551

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$15M$10M$5.0M$0-$5.0MRevenue 2011: $12,710,866Expenses 2011: $834,793Net Income 2011: $11,876,0732011Revenue 2012: $733,167Expenses 2012: $1,009,350Net Income 2012: -$276,1832012Revenue 2013: $1,584,861Expenses 2013: $3,784,232Net Income 2013: -$2,199,3712013Revenue 2014: $291,779Expenses 2014: $1,026,926Net Income 2014: -$735,1472014Revenue 2015: $2,195,379Expenses 2015: $1,597,757Net Income 2015: $597,6222015Revenue 2019: $468,044Expenses 2019: $487,198Net Income 2019: -$19,1542019Revenue 2020: $248,869Expenses 2020: $907,095Net Income 2020: -$658,2262020Revenue 2021: $697,445Expenses 2021: $659,118Net Income 2021: $38,3272021Revenue 2022: $2,071,808Expenses 2022: $861,647Net Income 2022: $1,210,1612022Revenue 2023: $578,141Expenses 2023: $737,327Net Income 2023: -$159,1862023Revenue 2024: $851,751Expenses 2024: $857,412Net Income 2024: -$5,6612024

Highlighted filing

2022

Revenue$2,071,808
Expenses$861,647
Net Income$1,210,161
Jump To
Filing Snapshot
Filing Period
Dec 1, 2021 to Nov 30, 2022
Signed
May 25, 2023
Return Version
2021v4.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SUSAN STEINHAUSERPresident-$0--
MARLA BROWNSecretary/Treasurer-$0--
Filing and Contact Details

Filer

Filer Name
The Greenberg Foundation
EIN
95-6037502
Phone
8056679173
Address
PO BOX 1208, VENTURA, CA 93002-1208

Signing Officer

Name
Susan Steinhauser
Title
President
Phone
8056679173
Signed
2023-05-25
Discuss with paid preparer
Yes

Preparer

Firm
Cliftonlarsonallen Llp
Address
1925 CENTURY PARK E 16TH FLOOR, LOS ANGELES, CA 90067
Preparer
Kalina I Grayson
Phone
3102732501
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IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/BusinessCd0531390
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/UnrelatedBusinessTaxblIncmAmt033030
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/BusinessCd0531390
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionAmt03
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionCd015
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/UnrelatedBusinessTaxblIncmAmt044801
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt01993977
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt077831
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt02071808
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt03918
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt03918
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt07836
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt01840927
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0768133
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0768133
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0136448
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0136677
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt01210161
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsNetInvstIncmAmt028736
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsRevAndExpnssAmt033030
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt02403210
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncmAmt0655
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt016370
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt016370
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt0655
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt01840927
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt01987794
IRS990PF/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLossAmt033030
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt02609
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt07
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt02620
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt03
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt044804
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt030110
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt030110
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt052293
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0774660
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt034690
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0861647
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt02022484
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt02071808
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt06527
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt034690
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt093514
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02021-11-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12021-11-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22021-11-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32021-11-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42018-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0143346
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1193495
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt21809
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3223633
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt081654
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt16960
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-1809
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt31743967
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt43127
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt57028
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt081654
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt16960
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-1809
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt31743967
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt43127
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt57028
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0225000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1200455
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt21967600
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt33127
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt47028
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2LAACO, LTD - CAPITAL LOSS PASSTHROUGH
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3LAACO, LTD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4MARINA LP - S1231 LOSS PASSTHROUGH F8986 FOR 2018
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02022-11-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12022-11-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22022-11-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32022-11-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42022-11-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt01840927
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt01210161
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt09417551
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt08207390
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt09417551
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0583790
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0583790
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0583790
IRS990PF/DistributableAmountGrp/IncomeTaxAmt03988
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0615408
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt027630
IRS990PF/DistributableAmountGrp/TotalTaxAmt031618
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt012370
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt040000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt027630
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt012370
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt027630
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt027630
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt040000
IRS990PF/FMVAssetsEOYAmt011724212
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt017072
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt020953
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt020953
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt04028506
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt04081830
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt03833307
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt02442562
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt02335914
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt04908278
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0718156
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0731261
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0714677
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt08207390
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt09417551
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt01001094
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt02219103
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt02219103
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt08207390
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt09417551
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt011724212
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt08207390
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt09417551
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt08207390
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt09417551
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt028490
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt027894
IRS990PF/MethodOfAccountingCashInd0X

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